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Plan Name | COASTAL TRANSPORTATION EMPLOYEE PROFIT SHARING & 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | COASTAL TRANSPORTATION, INC. |
Employer identification number (EIN): | 911243302 |
NAIC Classification: | 483000 |
NAIC Description: | Water Transportation |
Additional information about COASTAL TRANSPORTATION, INC.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1982-02-03 |
Company Identification Number: | 600602617 |
Legal Registered Office Address: |
4025 13TH AVE W SEATTLE United States of America (USA) 981191350 |
More information about COASTAL TRANSPORTATION, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | MATT YIP | 2023-09-26 | ||
001 | 2021-01-01 | MATT YIP | 2022-09-14 | ||
001 | 2020-01-01 | MATT YIP | 2021-05-18 | ||
001 | 2019-01-01 | MATT YIP | 2020-08-25 | ||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | ELLIOT P. STRONG | 2015-06-09 | ||
001 | 2013-01-01 | TIM SHAFFER | 2014-05-19 | ||
001 | 2012-01-01 | TIM SHAFFER | 2013-10-02 | ||
001 | 2011-01-01 | TIM SHAFFER | 2012-10-11 | ||
001 | 2010-01-01 | TIM SHAFFER | 2011-10-05 | ||
001 | 2009-01-01 | TIM SHAFFER |
Measure | Date | Value |
---|---|---|
2018: COASTAL TRANSPORTATION EMPLOYEE PROFIT SHARING & 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 46 |
Number of participants with account balances | 2018-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: COASTAL TRANSPORTATION EMPLOYEE PROFIT SHARING & 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
Total of all active and inactive participants | 2017-01-01 | 107 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 107 |
Number of participants with account balances | 2017-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
2016: COASTAL TRANSPORTATION EMPLOYEE PROFIT SHARING & 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 9 |
Total of all active and inactive participants | 2016-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 117 |
Number of participants with account balances | 2016-01-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2009: COASTAL TRANSPORTATION EMPLOYEE PROFIT SHARING & 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 103 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 103 |
Number of participants with account balances | 2009-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2018 : COASTAL TRANSPORTATION EMPLOYEE PROFIT SHARING & 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $5,146,424 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $13,910 |
Total income from all sources (including contributions) | 2018-12-31 | $386,082 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $582,858 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $574,252 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $688,044 |
Value of total assets at end of year | 2018-12-31 | $5,331,758 |
Value of total assets at beginning of year | 2018-12-31 | $10,688,868 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,606 |
Total interest from all sources | 2018-12-31 | $5,802 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $258,044 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $258,044 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $500,395 |
Participant contributions at end of year | 2018-12-31 | $23,843 |
Participant contributions at beginning of year | 2018-12-31 | $259,795 |
Other income not declared elsewhere | 2018-12-31 | $25,807 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-196,776 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,331,758 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,674,958 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $5,676 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,679,056 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,298,420 |
Interest on participant loans | 2018-12-31 | $5,802 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $627,776 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $126,240 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,083 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $4,413 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $4,413 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-593,886 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $2,271 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $187,649 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $574,252 |
Contract administrator fees | 2018-12-31 | $2,930 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $13,910 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | BADER MARTIN PS |
Accountancy firm EIN | 2018-12-31 | 911501421 |
2017 : COASTAL TRANSPORTATION EMPLOYEE PROFIT SHARING & 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $13,910 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,199,645 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $782,935 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $763,258 |
Value of total corrective distributions | 2017-12-31 | $13,910 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $772,619 |
Value of total assets at end of year | 2017-12-31 | $10,688,868 |
Value of total assets at beginning of year | 2017-12-31 | $9,258,248 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,767 |
Total interest from all sources | 2017-12-31 | $8,937 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $2,173 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $561,904 |
Participant contributions at end of year | 2017-12-31 | $259,795 |
Participant contributions at beginning of year | 2017-12-31 | $200,996 |
Other income not declared elsewhere | 2017-12-31 | $14,887 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,416,710 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,674,958 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,258,248 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $3,594 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,298,420 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,915,019 |
Interest on participant loans | 2017-12-31 | $8,861 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $126,240 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $142,147 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $4,413 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $86 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $86 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $76 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,401,273 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,929 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $210,715 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $763,258 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $13,910 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | PETERSON SULLIVAN LLP |
Accountancy firm EIN | 2017-12-31 | 910650785 |
2016 : COASTAL TRANSPORTATION EMPLOYEE PROFIT SHARING & 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,432,690 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $430,528 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $420,264 |
Value of total corrective distributions | 2016-12-31 | $3,183 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $762,251 |
Value of total assets at end of year | 2016-12-31 | $9,258,245 |
Value of total assets at beginning of year | 2016-12-31 | $8,256,083 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $7,081 |
Total interest from all sources | 2016-12-31 | $8,595 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $554,364 |
Participant contributions at end of year | 2016-12-31 | $200,996 |
Participant contributions at beginning of year | 2016-12-31 | $245,486 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,002,162 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,258,245 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,256,083 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $5,111 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,915,016 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,869,552 |
Interest on participant loans | 2016-12-31 | $8,590 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $142,147 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $139,816 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $86 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,229 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,229 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $5 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $660,163 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,681 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $207,887 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $420,264 |
Contract administrator fees | 2016-12-31 | $1,970 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | PETERSON SULLIVAN LLP |
Accountancy firm EIN | 2016-12-31 | 910650785 |
2009 : COASTAL TRANSPORTATION EMPLOYEE PROFIT SHARING & 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2018: COASTAL TRANSPORTATION EMPLOYEE PROFIT SHARING & 401(K) PLAN 2018 form 5500 responses | ||
---|---|---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: COASTAL TRANSPORTATION EMPLOYEE PROFIT SHARING & 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: COASTAL TRANSPORTATION EMPLOYEE PROFIT SHARING & 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2009: COASTAL TRANSPORTATION EMPLOYEE PROFIT SHARING & 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |